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Hello, @Niks Blando-Oracle — Yes, those POs are for dropship items. So, when we add those items to the SO, the system automatically creates a PO for them. Now, this is more of a tangential question (the real question for this post is still "Can we get line-level information in a saved search for a Purchase Order that was…

Also, what is the itprlrcds sublist that is listed on the Vendor Payment PDF/HTML Template (among others)? To what sublist does that refer? I can find neither documentation nor references anywhere to what it is.

Similarly, we have another search defined like so: 1. On the Criteria tab, we have a Formula (Text) field that looks at the {item.class} field: 2. On the Results tab, we have a Formula (Text) field that displays the {item.class} field. (We use {item.class} so that we can also get the parent class as part of the value.) 3.…

Thank you, @Jervin Nicholas Teopengco-Oracle. I appreciate you taking the time to look into this for us!

Thanks for looking into this, @Elychelle Gulen-Oracle. Since there is no native functionality for this, then I think we'll focus instead on our order entry process and double-checks in that area. Much appreciated!

Hello, @Elychelle Gulen-Oracle — I think there might be some confusion. We're not looking to create a purchase order for a customer. We already get them from customers in PDF format. We then use those customer-provided POs to create Sales Order in NetSuite. So the flow is very simple: 1. A customer sends us a quote…

Or, along similar lines, is there a tool that can compare a customer's PO (a PDF) to its associated Sales Order? To ensure that the prices listed on the PO match what the salesperson enters into NetSuite?

@Elychelle Gulen-Oracle — what about for Sales Orders? Is there functionality (whether native or as an add-on) that can read a Purchase Order from a customer and turn it into a Sales Order? Or at least add the line items from the customer's PO as line items to a Sales Order?

Thanks for looking into this, @Alex Joves -Oracle. If having two forms for Vendors— One that hides the Bank Payment Details tab One that shows the Bank Payment Details tab is the the only practical and realistic way to go, then that's what we'll do.

Thank you, @Veronica Steluta Mincior-Oracle. Those should suffice, yes. Much appreciated!

Hello, @Veronica Steluta Mincior-Oracle— Thank you for that article, but it doesn't quite address my question. What I'm looking for is a complete list of all the different ranges available, which starts at fiscal half before last and end at yesterday: It would be very useful if we could have a list for reference that we…

@Michelle Jabanes-Oracle — where are these defects listed? I would like to read about them, but do not know where to go.

@Niks Blando-Oracle — thank you for mentioning that enhancement. What is the logic that NetSuite uses to determine how many data points to show? Do you know? Is there anything that we can do in the custom KPI or saved search to get the trend graph to show more data points?

Sorry, all! This question is no longer relevant. Management decided to handle the self-funded account differently, both on the bank side and the NetSuite side.

@Nicole Mendoza-Oracle— Thanks for the suggestion! I will try that out. However, do you know why the custom field definition that I made for Tag Parts? does not work? Why will the transaction line field's value not properly source from the Tags Required field in the body of the Sales Order?

@Jervin Nicholas Teopengco-Oracle That was it! It was because the field was set to 'Hidden' on the form itself, as you postulated: Good day! I would like to confirm if the Purchased From field is set not to show on the Custom Form itself? Once I marked the Purchased From field as 'Show' and then used a workflow to also…

@Michelle Jabanes-Oracle — Thank you for your suggestions. I changed the drill down type to be "Portlet" and now the arrows are working.

Issue resolved. It ended up being due to how the PDF header had been declared. After I made some changes to the header and to the body of the document that issue is no longer happening. Basically, the height of the header was set as 10%, which was insufficient for the content of the header. The issue never manifested…

Nevermind--I found my own answer to the question: In the Function part of the Summary Type, there is an option for "% of Total": Applying that function solved my problem. Thank you anyway!

@Michelle Jabanes-Oracle-- Thank you for those suggestions. Clearing the entire cache was the ticket. At first we had only cleared one week's worth of cache, since the issue started happening on Tuesday of this week. However, it seemed that was not enough. Only after clearing the entire cache was the user able to utilize…

Yes, @Joy Noreen Magoling-Oracle, that is correct: we'd like to make it so that users cannot save the record unless total amount = item rate x quantity.

Following up on this one with a question of my own, @Joy Noreen Magoling-Oracle: Opposite of Jenny_LN's request, is there a setting to enforce that the line total amount must always equal the item rate times the quantity? I know we could use scripting to accomplish this, but if there's an out-of-the-box solution or setting…

@Tigran Shahnazaryan--thank you for the explanation. May I ask where/how to do a "Print Summary" for the deposits? Is it the Print icon at the top of the list of Deposits? Or somewhere else? I don't typically work with any of the accounting-related aspects of NetSuite, so may I ask for some guidance? Much appreciated!

@Tigran Shahnazaryan-- Thank you for those comments. I did some analysis between the customers in our two accounts and it looks like the names of the customers did change in Production. The names changes from longhand to shorthand form, which explains why we lost them in the search results when typing in "%norm". Now we…

@Joahnna Given Uy-Oracle-- No need! We figured out what was causing the issue: on our Setup --> Marketing Preferences page, this box was checked: Which caused all our new leads to have a Global Subscription Status of "Soft Opt-Out": Therefore, no campaign emails were being sent to our "test" leads due to that status. After…

I'm sorry, but I did: I marked that earlier in the week already.

@User_LJQX7, @Angelica Mae Segador-Oracle-- Thank you both for your input. Our users want a "one-click" solution, so it sounds like scripting would be the more optimal route for us.

@Michelle Jabanes-Oracle-- I take back what I said, Michelle: even in our production environment the Lead Nurturing Campaign that we set up using the workflow does not cause any emails to be send out. Our marketing team followed the steps in the Lead Nuturing Workflow setup guide…

@User_LJQX7-- Thanks again, Tigran. I had actually come across this myself just the other week and forgot to follow up on it in the thread here to list the solution and mark it as resolved. So now I'll mark yours as the answer instead. 👍️

@User_LJQX7 Perfect! Yes, it is a field added to a Sales Order record as part of a bundle. I had assumed it was a native field and hadn't bothered to look into the custom Transaction Body Fields. I found my answer right away once going there. Cheers!